Cullum & Burks Securities, Inc. is a large advisory firm based in Dallas. It manages $31.38 million of regulatory assets for 1,121 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, Michigan, and 4 other states.
Cullum & Burks Securities provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cullum & Burks Securities, Inc. is $31.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cullum & Burks Securities, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven Lynn Burks has been acting as President since 1 Nov 1998. Neil Andrew Delaney joined the executive team most recently as the Chief Financial Officer/Finop.
The principal office where Cullum & Burks Securities, Inc. performs its advisory services is located at 13355 Noel Road, Suite 1300, Dallas, TX 75240, which is also the mailing address of the firm. An additional office of the firm is in Madison, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-755-0270 or by fax 972-755-0271. The normal business hours are 8:30am to 5:00pm on Monday - Friday.